MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
1376
San Francisco Sentry Investment Group
California
$70K – – –
WIM
1377
Westside Investment Management
California
$69.9K -$7.66K -100 -10%
TFO
1378
Tarbox Family Office
California
$68K -$153 -2 -0.2%
SLF
1379
Sun Life Financial
Ontario, Canada
$68K +$2.15K +28 +3%
FMII
1380
Farmers & Merchants Investments Inc
Nebraska
$67K – – –
AWM
1381
AllSquare Wealth Management
New York
$64K +$3.22K +42 +5%
CBT
1382
CoreFirst Bank & Trust
Kansas
$63K – – –
GWS
1383
Glassman Wealth Services
Virginia
$63K +$3.75K +49 +6%
TFGT
1384
TS Financial Group (TSFG)
Illinois
$63K +$7.66K +100 +14%
SWA
1385
Sutton Wealth Advisors
Florida
$62.8K +$230 +3 +0.4%
BDWM
1386
Brewin Dolphin Wealth Management
Ireland
$62.1K – – –
CLOS
1387
Compagnie Lombard Odier SCmA
Switzerland
$62K – – –
PCC
1388
Park Circle Company
Maryland
$62K – – –
RFA
1389
Reilly Financial Advisors
California
$62K +$3.98K +52 +7%
SCA
1390
Stonebridge Capital Advisors
Minnesota
$61K +$59.8K +780 New
ECM
1391
Estabrook Capital Management
New York
$59.8K -$26.8K -350 -31%
CMA
1392
Cedar Mountain Advisors
Oregon
$59K +$153 +2 +0.3%
TWA
1393
TCI Wealth Advisors
Arizona
$59K +$9.89K +129 +20%
TC
1394
Tacita Capital
Ontario, Canada
$58K -$11.5K -150 -17%
SA
1395
SRH Advisors
Kansas
$58K +$2.76K +36 +5%
GAM
1396
Gemmer Asset Management
California
$58K +$10.8K +141 +23%
SWA
1397
SOA Wealth Advisors
New York
$56K +$153 +2 +0.3%
TLCM
1398
Twin Lakes Capital Management
California
$56K +$55.2K +720 New
MRCM
1399
M&R Capital Management
New Jersey
$54K – – –
CHA
1400
Carmichael Hill & Associates
Maryland
$54K +$153 +2 +0.3%
54 55
56
57 58